海外研报
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GS-- Housing Market Activity Scale
Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
海外研报
2024年09月11日
GS--Jack Henry & Associates Inc
Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月11日
JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds
Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases
海外研报
2024年09月11日
JPM_Credit Calls Tuesday, September 10
Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: Lower hedging costs are propellingAPAC overnight b
海外研报
2024年09月11日
JPM_G10FX_20240910
The lack of clnrity post payrolls lending to a sleepy session yesterdny where the dollar regninedsome footing, for me it was hard to build much ofa narrative around the price action
海外研报
2024年09月11日
JPM_GenAI Updates... MSFT, GOOGL, NOW, ORCL_AMZN_20240910
in a market looking for (ienAl catalysts amidst some jitter to the theme in recent weeks, there were a number olpresentations this afternoon that stood ont.. Microsoft cTO, Goozle Cloud
海外研报
2024年09月11日
JPM_Tuesday FAQs... AT&T, UBER, ORCL, CMCSA, SPHR, EQIX_DLR
CEO updated leverage targets this morning, guiding to hitling, 2.5x leverage exiting 2024, vs prior guide of 1l"25.The bigger debate has been around whether $tankey slightly downticked an imates
海外研报
2024年09月11日
JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
海外研报
2024年09月11日
EF--Mixed jobs report offers no definitive signal for the Fed
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月11日
MS - How Much Would a 28% Corporate Tax Rate Lower EPS
We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median
海外研报
2024年09月11日
